Andy Gilson
@Colorado Capital Management, Inc.
Latest period2024 - Q4ReportedManaged Assets$206.498MTotal holdings94
Assets growth rate1.97%Assets growth rate (2-Q avg)7.46%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Colorado Capital Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 94 positions.
Assets under management
The assets under management (AUM) of Colorado Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 206.498M in assets, with a quarterly growth rate of 1.97% and a 2-quarter average growth rate of 7.46%. The portfolio is managed by Andy Gilson, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AVDSAmerican Centy Etf Tr
| 0.17% | $345,000 6,658 shares@ $51.82 avg price | New Position |